据悉，该车将于京东11.11期间正式发布，并在京东进行独家销售。日前，京东"国民好车"曝光了部分 核心数据：高强度钢超70%、搭配机械式半隐藏门把手。性能层面，车辆整备质量超同级车型300kg， 轮距宽于行业45mm、胎宽多出10mm；麋鹿测试成绩超75km/h。（新浪科技） 【#京东国民好车首车正式下线#】今日，京东与广汽埃安、宁德时代共同推出的"国民好车"埃安UT super第一台车辆正式下线。 10月14日，京东宣布联合广汽集团、宁德时代推出"国民好车"，京东聚焦用户洞察与销售渠道，不直接 参与制造。 10月17日16时，备受关注的京东"国民好车"001号特别版整车的新车开启线上预约，起拍价为1元，并于 22日14时正式开拍。最终，经过4小时23000多次的激烈竞价，最终一次出价超7800万。 CATL 宁德时代 G GAC GROUP C 京乐 ll 明安し 63 @新浪科技 ...

今天上午，京东第一辆"国民好车"埃安UT super在长沙工厂正式下线，工厂车间现场人士告诉《科创板日报》记者，为保证第1批客户按时交付，工 厂流水线已满负荷运营生产，工人每天加班3个小时。 京东联合广汽、宁德时代打造的"国民好车"定名埃安UT super，10月22日其001号特别版拍出7819万天价 。 该车将于今年11.11期间正式发布开售。 ...

今日，京东与广汽埃安、宁德时代共同推出的"国民好车"埃安UT super第一台车辆正式下线。 10月14 日，京东宣布联合广汽集团、宁德时代推出"国民好车"，京东聚焦用户洞察与销售渠道，不直接参与制 造。 10月17日16时，备受关注的京东"国民好车"001号特别版整车的新车开启线上预约，起拍价为1 元，并于22日14时正式开拍。最终，经过4小时23000多次的激烈竞价，最终一次出价超7800万。 据 悉，该车将于京东11.11期间正式发布，并在京东进行独家销售。日前，京东"国民好车"曝光了部分核 心数据：高强度钢超70%、搭配机械式半隐藏门把手。性能层面，车辆整备质量超同级车型300kg，轮 距宽于行业45mm、胎宽多出10mm；麋鹿测试成绩超75km/h。（新浪科技） ...

今天上午，京东第一辆"国民好车"埃安UT super在长沙工厂正式下线，工厂车间现场人士告诉《科创板 日报》记者，为保证第1批客户按时交付，工厂流水线已满负荷运营生产，工人每天加班3个小时。京东 联合广汽、宁德时代打造的"国民好车"定名埃安UT super，10月22日其001号特别版拍出7819万天价 。 该车将于今年11.11期间正式发布开售。（科创板日报） ...

新浪科技讯 11月5日上午消息，今日，京东与广汽埃安、宁德时代共同推出的"国民好车"埃安UT super第一台车辆正式下线。 10月14日，京东宣布联合广汽集团、宁德时代推出"国民好车"，京东聚焦用户洞察与销售渠道，不直接参与制造。 10月17日16时，备受关注的京东"国民好车"001号特别版整车的新车开启线上预约，起拍价为1元，并于22日14时正式开拍。最终，经过4小时23000多次的激 烈竞价，最终一次出价超7800万。 据悉，该车将于京东11.11期间正式发布，并在京东进行独家销售。日前，京东"国民好车"曝光了部分核心数据：高强度钢超70%、搭配机械式半隐藏门把 手。性能层面，车辆整备质量超同级车型300kg，轮距宽于行业45mm、胎宽多出10mm；麋鹿测试成绩超75km/h。（闫妍） 责任编辑：宋雅芳 ...

Core Viewpoint - GAC Aion has launched the i60, its first range-extended SUV, aiming to enhance competitiveness in the A-class SUV market, with a starting price of 126,800 yuan for the range-extended version and 119,800 yuan for the pure electric version [1][3]. Group 1: Sales Performance and Market Position - GAC Aion's sales in October were 27,014 units, showing a decline both year-on-year and month-on-month [3]. - The average monthly sales for GAC Aion this year were around 20,000 units, significantly lower than the projected 37,900 units for 2024 and 49,900 units for 2023 [3]. - The brand has been overly reliant on the B-end market, which has seen a reduction in demand due to market saturation, leading to a decline in orders and sales [3][4]. Group 2: Strategic Shift and Product Development - GAC Aion plans to create a new product category focused on the B-end market to allow the brand to concentrate more on the C-end market [4]. - The i60 is equipped with GAC's latest Xingyuan range-extending technology, offering a pure electric range of 210 kilometers and a comprehensive range of 1,240 kilometers [4]. Group 3: Market Trends and Competition - The A-class new energy SUV market is experiencing robust growth, with a total sales volume of 240,503 units in September, reflecting a year-on-year increase of 33.2% [6]. - The competitive landscape is intensifying, with brands like BYD, Leap Motor, and Deep Blue also targeting the A-class new energy SUV segment [6]. - The popularity of range-extending technology is waning, with wholesale sales of range-extended vehicles growing by only 8.7% year-on-year, compared to 32.4% for pure electric vehicles [6].

Core Insights - The overall performance of A-share automotive companies is stable, with over 70% achieving profitability and five companies exceeding 100 billion yuan in revenue [1][2][5] - There is a significant divergence in quarterly performance, with ten companies experiencing a year-on-year decline in net profit, and GAC Group's losses expanding to 4.31 billion yuan [1][6] - The automotive industry is expected to see strong export performance and healthy inventory levels, with potential record sales in Q4 2025, but uncertainties loom for 2026 [1][9] Revenue and Profitability - In the first three quarters of 2025, 15 out of 22 A-share passenger vehicle companies reported a year-on-year increase in revenue, representing 68% of the total [4][5] - BYD, SAIC Motor, and Great Wall Motors lead in revenue, with figures of 566.27 billion yuan, 468.99 billion yuan, and 153.58 billion yuan respectively [5][6] - The top three companies in net profit are BYD, Great Wall Motors, and SAIC Motor, with net profits of 23.33 billion yuan, 8.63 billion yuan, and 8.10 billion yuan respectively [5][6] Profit Margin and Market Dynamics - The sales gross margin for most listed automotive companies has slightly increased quarter-on-quarter, attributed to rising sales and cost reduction efforts [6][8] - The highest sales gross margin is reported by Seres at 29.37%, followed by Yutong Bus at 22.35% [7][8] - The automotive market is experiencing a controlled discount environment, with stable average vehicle prices maintained [8] Future Outlook - Analysts predict a strong sales performance in Q4 2025, with expectations of record-breaking sales, particularly for companies with strong brand power in the mid-to-low-end market [9][10] - The market faces uncertainties in 2026, with potential challenges including a new round of competition and changes in subsidy policies affecting electric vehicle sales [9][10]

Core Viewpoint - GAC Aion has launched the i60, its first range-extended SUV, aiming to enhance competitiveness in the A-class SUV market, which is experiencing significant growth [2][5]. Group 1: Product Launch and Market Positioning - The GAC Aion i60 is positioned as a competitive national SUV under 150,000 yuan, with a starting price of 126,800 yuan for the range-extended version and 119,800 yuan for the pure electric version [2]. - The i60 features GAC's latest Xingyuan range-extending technology, offering a pure electric range of 210 kilometers and a comprehensive range of 1,240 kilometers [4]. Group 2: Sales Performance and Market Trends - GAC Aion's sales in October were 27,014 units, showing a decline compared to previous months, with an average monthly sales of around 20,000 units this year, significantly lower than the projected 37,900 units for 2024 and 49,900 units for 2023 [2][3]. - The A-class new energy SUV market has shown robust growth, with a total sales volume of 1,579,528 units from January to September this year, reflecting a year-on-year increase of 53.5% [5][6]. Group 3: Competitive Landscape - The A-class new energy SUV market is becoming increasingly competitive, with brands like BYD, Leap Motor, and Deep Blue also offering popular models in both pure electric and hybrid categories [7]. - The market for range-extended vehicles is experiencing a decline in attention, with the wholesale sales of range-extended models growing by only 8.7% year-on-year, compared to 32.4% for pure electric vehicles [7].

Core Viewpoint - GAC Aion has launched the i60, its first range-extended SUV, aiming to enhance competitiveness in the A-class SUV market, with a starting price of 126,800 yuan for the range-extended version and 119,800 yuan for the pure electric version [1][4]. Sales Performance - GAC Aion's sales in October were 27,014 units, showing a decline both month-on-month and year-on-year. The average monthly sales for the first three quarters of the year were around 20,000 units, significantly lower than the projected 37,900 units for 2024 and 49,900 units for 2023 [3][4]. - The A-class new energy SUV market is experiencing robust growth, with a total sales volume of 240,503 units in September, reflecting a year-on-year increase of 33.2%. From January to September, the cumulative sales reached 1,579,528 units, up 53.5% year-on-year [5][7]. Market Strategy - GAC Aion plans to create a separate product line for B-end market vehicles to focus more on the C-end market. The company acknowledges past misjudgments regarding customer range anxiety and the potential of range-extended and plug-in hybrid technologies [4][5]. - The i60 is positioned as a "national range-extended large five-seat SUV," equipped with GAC's latest Xingyuan range-extending technology, offering a pure electric range of 210 kilometers and a comprehensive range of 1,240 kilometers [4][5]. Competitive Landscape - The A-class new energy SUV market is highly competitive, with major players like BYD, Leap Motor, and Deep Blue also offering both pure electric and hybrid models. GAC Aion's AION V is also competing in this segment [7]. - The market interest in range-extended technology is reportedly waning, with wholesale sales of range-extended vehicles growing by only 8.7% year-on-year, compared to 32.4% for pure electric vehicles and 8.4% for plug-in hybrids [7].

Industry Information - The term "semi-solid battery" is proposed to be renamed as "solid-liquid battery" to avoid confusion with solid-state batteries, which are seen as the future direction due to their higher safety, energy density, lifespan, and faster charging capabilities [9] - Shanghai's Haitong International Automobile Terminal has achieved a record high automobile export volume of 1.109 million units in the first three quarters of this year [10] - The commercial insurance premium income for new energy vehicles exceeded 100 billion yuan, reaching 108.79 billion yuan, with a year-on-year growth of 36.6% [11] - Anhui province ranked first in the country with an automobile production of 2.4044 million units in the first three quarters, significantly outpacing Guangdong [12] - The profit of the automobile manufacturing industry increased by 3.4% year-on-year from January to September [13] - The establishment of 10 measurement talent training centers has been approved, including those focused on new energy vehicles [13] - Huawei's HarmonyOS has delivered over 1 million units in just 43 months [13] - A new project for producing 1.6 million sets of chassis components has officially commenced [13] - The first automotive chip standard verification platform in China has been put into operation [16] - The demand for energy storage has significantly boosted the performance of the lithium battery industry in the third quarter [21] Policy Information - The National Energy Administration has released several important standards related to electric vehicle charging infrastructure [26] - Shenzhen's vehicle replacement subsidy policy will cease after October 28, 2025, due to budget constraints [30] - Guizhou province has implemented a management plan for electric vehicle charging infrastructure construction [30] - The Ministry of Industry and Information Technology is promoting the development of green industries, including new energy vehicles [20] Company Information - Seres Group plans to go public in Hong Kong with a maximum issue price of 131.50 HKD per share, aiming for a total issuance scale of approximately 17 billion USD [43] - Nio has achieved over 90 million battery swaps, with an average daily swap volume exceeding 100,000 [43] - Xpeng Motors has entered the Baltic states and Cambodia markets [43] - BYD's new car registrations in Europe increased nearly fourfold in September [43] - The establishment of Zhejiang Li Auto Battery Co., Ltd. has been completed with a registered capital of 70 million yuan [24]